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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Lee Miller is a registered investment advisor with over 30 years of experience in the financial services industry. Randy has been with Onedigital Investment Advisors since 2024 and is a registered investment advisor in Oregon and Texas. Prior to joining Onedigital Investment Advisors, Randy worked at CRABBE HUSON SECURITIES, INC. and KIDDER, PEABODY & CO. INCORPORATED. Randy holds both Series 6 and Series 7 licenses, as well as Series 63 and Series 65 licenses, which enables Randy to provide a wide range of financial services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OR
07/22/2024 - Present
Onedigital Investment Advisors (Bend OR)
OR
01/05/1993 - 01/17/1996
CRABBE HUSON SECURITIES, INC. (PORTLAND OR)
NY
08/20/1987 - 08/01/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 02/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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